Monson places faith in themes

Guy Monson's thematic investment style sets Sarasin Equisar apart from the crowd

A global fund manager's investment style can broadly be divided into two camps: bottom-up stockpicker or top-down asset allocator. Some managers eschew asset allocation, focusing instead on the quality of a company, regardless of geography, to generate long-term returns. Others prefer to use asset allocation calls as the starting point when constructing their portfolio. What sets Sarasin's Equisar fund range apart is that it is one of the few vehicles to use a top-down thematic style, which has been developed by CIO Guy Monson. Monson is supported by Harry Talbot Rice who co-ordinat...